Historical Information

Enterprise Plan is part of the superannuation fund known as the Executive Superannuation Fund, and was established on 14 June 1976, and was designed to provide members with financial security in retirement and protection for both members and their dependants in the event of your death or permanent disablement. The Fund has approximately $1.8 billion of assets under management as at 1 July 2017.

Enterprise Plan was established as a simple, effective employer sponsored superannuation product for employees. Enterprise Plan offers both member choice and a MySuper Investment option. Members can join via an employer sponsor in the Employer Division or as an individual in the Personal Division.

Enterprise Plan offers a range of investment options; insurance while in accumulation as well as incomes based pensions and transition to retirement pensions, as members approach retirement.

Members have access on-line 24/7 to track and manage their superannuation.member account.

Historical Investment Manager Report

Annual Reports, Product Disclosure Statements, Member Reference, Investment and Insurance Guides and Factsheets are available in Forms & Publications, as well as other historical information.